ExpertConsultant is broken into modules for tracking individual classes of information.  Each module interrelates to other modules which use or rely upon its information to achieve a flexible and powerful tool for you to track and grow your business.  In geek-speak, this is a relational database.  Since some businesses may not require all of the modules available, EC can be purchased with just the right amount of functionality for your needs.

Within each module, you the businessperson can enter in just what you need to know for your customers, suppliers, and material product (if you carry any).  The demo offered is an example tailored for the computer industry, but nearly any industry can be easily accommodated by EC, customized just for you.  Here is a breakdown of some of the features for each module:

• Clients
  • Track Client by company or customer name, invoice history, message history within Client firm
  • supports a separate file for each individual Point of Contact (POC) within a Client firm
  • individual addresses, telephone numbers, fax, email, pagers, mobile numbers, web addresses, individual notes on each POC
  • optional photograph or scanned business card for each POC
  • hardware and software possessions, even internet dialup data for later reference
  • a collection of pre-canned form letters are included for quick follow-up customer service.
    
    
• Vendors
  • Contact information
  • Account information
  • Terms information
  • Purchase histories
  • Message histories
  • Preferred Product lists
    
    
• Products
  • Product names and descriptions
  • Vendors, part numbers, cost, recommended resale price, alternate vendors
  • Inventory stocks
    
    
• Invoices (AR)
  • Billing invoices tailored for inventory or non-inventory retail system
  • Non-product time invoicing for consulting operations
  • Time tracking for individual invoice jobs
  • Rental invoicing
  • Quote generation
    
    
• Purchases (AP)
  • Vendor information
  • Inventory and non-inventory invoicing
  • Expense tracking
    
    
• Inventory
  • Line Item tracking of your purchase and sold products.
    
    
• Contacts (a contact manager/message recorder)
  • Track conversations, notes, miscellaneous messages among employees
  • Track call times
    
    
• Employees
  • Personal and employment information
  • Basic timecard and taxation tracking
    
    
• and much more...

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